+662.1%
MU vs BEN
+45.8%
+616.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +7.2% | +4.7% | +2.5% | +4.6% |
| 30D | +14.0% | +2.6% | +11.4% | +12.4% |
| 3M | +5.4% | +11.5% | -6.1% | -0.3% |
| 6M | +170.3% | +35.3% | +135.0% | +134.8% |
| YTD | +250.7% | +48.6% | +202.0% | +184.7% |
| 1Y | +662.1% | +46.7% | +615.4% | +510.5% |
| All | +662.1% | +45.8% | +616.4% | +510.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling